Purchases and Sales Made in Q4 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q4 2023. The information is specifically focused on institutions that hold shares of ICON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4Closed |
$891 - $1.14K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 57.14% |
$891 - $1.14K
|
3
$570
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5- 0.22% |
$1.11K - $1.43K
|
2.28K
$434K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 18.52% |
$1.11K - $1.43K
|
22
$4.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5- 0.2% |
$1.11K - $1.43K
|
2.47K
$469K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6- 3.85% |
$1.34K - $1.71K
|
150
$28.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-6- 0.27% |
$1.34K - $1.71K
|
2.19K
$417K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 63.64% |
$1.56K - $2K
|
4
$760
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-8- 0.26% |
$1.78K - $2.29K
|
3.06K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 18.37% |
$2.01K - $2.57K
|
40
$7.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.99% |
$2.23K - $2.86K
|
997
$189K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10- 1.28% |
$2.23K - $2.86K
|
774
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10- 0.39% |
$2.23K - $2.86K
|
2.56K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 0.09% |
$2.23K - $2.86K
|
10.6K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 11.96% |
$2.45K - $3.14K
|
81
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 1.41% |
$2.67K - $3.43K
|
841
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-16- 1.71% |
$3.57K - $4.57K
|
919
$175K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 47.22% |
$3.79K - $4.86K
|
19
$3.61K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-18- 2.47% |
$4.01K - $5.14K
|
712
$135K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.44% |
$4.01K - $5.14K
|
4.06K
$772K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-19- 3.05% |
$4.23K - $5.43K
|
603
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-21- 2.64% |
$4.68K - $6K
|
775
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 1.06% |
$5.13K - $6.57K
|
2.15K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23- 0.88% |
$5.13K - $6.57K
|
2.6K
$495K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 48.94% |
$5.13K - $6.57K
|
24
$4.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-23- 2.25% |
$5.13K - $6.57K
|
1K
$190K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-27- 1.75% |
$6.02K - $7.72K
|
1.52K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-28- 0.63% |
$6.24K - $8K
|
4.45K
$845K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-29- 61.7% |
$6.46K - $8.29K
|
18
$3.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-34- 13.82% |
$7.58K - $9.72K
|
212
$40.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-35- 62.5% |
$7.8K - $10K
|
21
$3.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-36- 1.7% |
$8.02K - $10.3K
|
2.09K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-39- 3.69% |
$8.69K - $11.1K
|
1.02K
$194K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-44- 80.0% |
$9.8K - $12.6K
|
11
$2.09K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-50- 1.77% |
$11.1K - $14.3K
|
2.77K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-54- 21.18% |
$12K - $15.4K
|
201
$38.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-66- 10.84% |
$14.7K - $18.9K
|
543
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-67- 0.33% |
$14.9K - $19.1K
|
20.3K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-71- 8.02% |
$15.8K - $20.3K
|
814
$155K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-74- 3.27% |
$16.5K - $21.1K
|
2.19K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-75- 2.01% |
$16.7K - $21.4K
|
3.66K
$695K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-80- 6.31% |
$17.8K - $22.9K
|
1.19K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81- 1.06% |
$18K - $23.1K
|
7.58K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-82- 7.86% |
$18.3K - $23.4K
|
961
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-85- 53.8% |
$18.9K - $24.3K
|
73
$13.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-89- 1.16% |
$19.8K - $25.4K
|
7.56K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-97- 0.96% |
$21.6K - $27.7K
|
10K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-98- 5.43% |
$21.8K - $28K
|
1.71K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-101- 5.31% |
$22.5K - $28.9K
|
1.8K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-105- 59.66% |
$23.4K - $30K
|
71
$13.5K
|